Personal Banker

CIBC • Palm Beach, FL

8d • $55,000 - $60,000 • Onsite

About The Position

As a member of CIBC’s Personal and Business Banking team, the Personal Banker works in a fast-paced Banking Center and helps clients achieve financial success. The role proactively engages clients, understands their personal and business priorities, and recommends suitable products and solutions, including by introducing CIBC’s mobile and online banking options. The position is on-site full-time at the Palm Beach, Florida location and may require working at multiple nearby banking centers. Banking center hours may include evenings and weekends.

The Personal Banker advises clients on financial solutions and forward-looking plans using knowledge of technology, cash management, credit, investments, and wealth protection. The role also includes marketing and outreach to strengthen client relationships and communities, growing a professional network, and connecting clients with appropriate colleagues and opportunities. The banker helps clients use mobile banking applications to manage their banking needs.

The position has an expected salary range of $55,000–$60,000 for the Palm Beach, Florida market, based on experience, qualifications, and location. The successful candidate may be eligible for incentive compensation, potentially including a discretionary bonus. The position does not offer visa sponsorship or relocation assistance.

Requirements

• At least 1 year of experience working with clients and achieving sales results.
• Legally eligible to work at the specified location and, where applicable, hold a valid work or study permit.
• Flexibility to work banking center hours that may include evenings and weekends.
• Flexibility to work at multiple banking centers within a reasonable travel distance.

Nice To Haves

• Prior banking experience in a similar capacity.
• Knowledge of client service, customer experience, digital literacy, financial products, goal planning, group problem solving, outbound calls, regulatory requirements, and results-oriented practices.

Responsibilities

• Meet with clients to understand personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.
• Use knowledge of technology, cash management, credit, investments, and wealth protection to help clients meet their goals.
• Proactively engage clients and recommend appropriate products and solutions, including CIBC’s mobile and online banking options.
• Conduct marketing and outreach activities to demonstrate value to clients and their communities.
• Grow a network, deepen existing client relationships, and work with colleagues to connect clients to appropriate people and opportunities.
• Introduce clients to mobile banking applications and help them manage their banking needs.
• Work at multiple banking centers within a reasonable travel distance when needed.

Benefits

• Competitive salary and incentive pay, potentially including a discretionary bonus.
• Banking benefits.
• Benefits program.
• Vacation offering.
• Wellbeing support.
• MomentMakers social, points-based recognition program.
• Paid Purpose Day for personal growth and development.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed